Smart Medical Practice Toolkit

Our team of credentialed healthcare advisors is dedicated to helping your practice thrive.

Empowering Your Medical Practice with Go-to Resources

Yeo & Yeo’s Smart Medical Practice Toolkit is your go-to resource for navigating the financial, operational, and regulatory complexities of healthcare. This collection includes brief, high-impact webinars, downloadable tools, and practical guidance—all built around the real challenges physicians and practice managers face.

Each resource draws on Yeo & Yeo’s decades of experience in the healthcare industry to provide actionable insights you can apply right away. Our team of credentialed healthcare advisors is dedicated to helping your practice thrive.

Understanding Financial Statements and What They Reveal About Practice Performance

Presented by Carrie Lapka, CPA, CPPM | 15 min

Gain confidence reading and interpreting your medical practice’s key financial statements. In this webinar, we break down the balance sheet, income statement, and cash flow statement, explain what they reveal about the financial health of your practice, and share the most important metrics and ratios to monitor. Perfect for practice leaders who want better financial insight to guide budgeting, planning, and decision-making.

Presented by Christine Porras, CPP | 10 min

Learn the essentials of payroll onboarding for new employees in Michigan. In this webinar, we cover the required federal and state forms, documentation rules, new hire reporting, and compliance with Michigan’s Earned Sick Time Act. This webinar is perfect for practices that want to streamline onboarding, reduce errors, and stay compliant from day one.

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Presented by Zaher Basha, CPA, CM&AA | 15 min

Explore the when, why, and how of valuing your medical practice—insights that are essential whether you’re planning for growth, succession, or simply want to understand your practice better.

Presented by Carrie Lapka, CPA, CPPM | 15 min

Learn the essentials of creating a reliable, strategic financial forecast for your medical practice. In this episode, we walk through four key steps: creating a budget narrative, building a revenue model, projecting operating expenses, and setting financial goals. Perfect for practices preparing for growth, navigating uncertainty, or simply aiming for better financial visibility.

Presented by Denise Garrett, Billing Manager
Yeo & Yeo Medical Billing & Consulting | 14 min

Learn the essentials of compliant “incident to” billing and how it impacts your practice’s reimbursements. In this episode, we break down who qualifies, the supervision and documentation requirements, and the risks of improper billing. Perfect for practices looking to maximize revenue while minimizing audit risk and compliance issues.

Smart Medical Practice Resources

Ready to Get Started?

Carrie Lapka

CPA, CPPM

CPAs & Advisors

Kati Krueger

CMPE

Medical Billing & Consulting

What Our Clients Are Saying

Working with Yeo & Yeo Medical Billing & Consulting has been a very positive experience for me as a therapist, small business owner, and husband/father. Not having to worry about the feast/famine cycle of relying on insurance companies to eventually send me my reimbursement has been such a relief. This allows me to be more present in the moment with my clients and my family, not worrying about money. There is a sense of security and support because you have a team of people available who have expertise in multiple areas, and I have found that billing is more complicated now than ever before. I highly recommend them for their work ethic too. They follow through on tasks and are very personable. I always find them to be a source of new information, and they educate me often about changes I had no idea about.

Michael Owner

Healthcare

The benefit of working with Yeo & Yeo Medical Billing & Consulting is being able to rely on a highly trained and professional team that can work effectively with providers and administrators to develop a road map for improved revenue recognition. They know how to find the immediate opportunities that make an impact.

Josh Health Administrator

Healthcare

Yeo & Yeo has provided medical billing services for our group for almost a dozen years. During that time, we have grown by more than 50 percent. Yeo & Yeo helped us accomplish that with their seamless processes that enabled us to generate a steady income for our physicians. There have been many changes during that time. Regardless if it was switching from paper to electronic billing, or reporting measures for PQRS, Yeo & Yeo managed each step efficiently. Their system of checks and balances assures us that our billings are submitted in a thorough and timely manner. Additionally, Kati and the others have always been readily available to answer questions and generate additional reports as the need arose. Thank you, Yeo & Yeo, for 12 years of outstanding service!

Dawnell M.D.

Healthcare

From day one, the Yeo & Yeo team demonstrated an exceptional level of professionalism, expertise, and genuine commitment to helping us rebuild. Yeo & Yeo worked closely with our team from the ground up—developing sound financial policies, implementing effective processes, and guiding us through the steps necessary to return to a positive financial position.

Barbara CEO

Healthcare

Initially, I was hesitant about working with a consulting firm based on past experiences with the “arm’s-length” style of engagement. However, the Yeo & Yeo team were the complete opposite—engaged, supportive, and fully invested in our success. They provided not only expert financial guidance but also invaluable moral support along the way. Yeo & Yeo has exceeded every expectation. Their combination of experience, insight, and genuine care is rare and deeply appreciated.

Barbara CEO

Healthcare

Smart Medical Practice Toolkit